Aritzia 2Q Revenue Seen Higher, Spotlight on U.S. Sales Momentum, 3Q Guidance -- Earnings Preview
Dow Jones2026/10/07 18:24By Adriano Marchese Canadian women's fashion retailer Aritzia is scheduled to report its fiscal second-quarter earnings on Thursday after markets close. Here's what you need to know. REVENUE: According to analysts polled on FactSet, revenue is expected to rise to 1.12 billion Canadian dollars ($788.2 million). EARNINGS PER SHARE: Analysts expect earnings per share to rise to C$0.98 a share, up from C$0.56 a year earlier. ADJUSTED EARNINGS PER SHARE: On an adjusted basis, per-share earnings are pegged at C$1.05. WHAT TO WATCH: -- Investors will keep a keen eye on the third-quarter outlook, according to Raymond James analyst Michael Glen, who says that the retailer will face tough comparative figures from a strong previous year which included the launch of the company's successful mobile app. "This is where the most (or all) questions sit, with investors trying to understand how Aritzia will guide SSSG [same-store sales growth]," he says. Glen anticipates management to take a more conservative stance. -- Second-quarter same-store sales growth will be in the spotlight. Desjardins analyst Chris Li expects 29% comparative sales growth, bumping up revenue growth to 39%. "We expect growth to be broad-based across channels and geographies," according to Li, who says that this will be driven by strong product assortment, momentum in ecommerce, more store additions and strengthening brand awareness, particularly in the U.S. -- The company's U.S. market will also be a point of interest. Desjardins' Li says strategic brand and digital marketing investments have been driving brand awareness in the U.S. market. This should benefit second-quarter sales, but also carry momentum forward into the third. "Bloomberg ALT-data suggests sales momentum has continued into 3Q, pointing to US sales growth of 60% in September vs 53% in 2Q," Li notes. Write to Adriano Marchese at adriano.marchese@wsj.com (END) Dow Jones Newswires October 07, 2026 14:24 ET (18:24 GMT)
By Adriano Marchese
Canadian women's fashion retailer Aritzia is scheduled to report its fiscal second-quarter earnings on Thursday after markets close. Here's what you need to know.
REVENUE: According to analysts polled on FactSet, revenue is expected to rise to 1.12 billion Canadian dollars ($788.2 million).
EARNINGS PER SHARE: Analysts expect earnings per share to rise to C$0.98 a share, up from C$0.56 a year earlier.
ADJUSTED EARNINGS PER SHARE: On an adjusted basis, per-share earnings are pegged at C$1.05.
WHAT TO WATCH:
-- Investors will keep a keen eye on the third-quarter outlook, according to Raymond James analyst Michael Glen, who says that the retailer will face tough comparative figures from a strong previous year which included the launch of the company's successful mobile app. "This is where the most (or all) questions sit, with investors trying to understand how Aritzia will guide SSSG [same-store sales growth]," he says. Glen anticipates management to take a more conservative stance.
-- Second-quarter same-store sales growth will be in the spotlight. Desjardins analyst Chris Li expects 29% comparative sales growth, bumping up revenue growth to 39%. "We expect growth to be broad-based across channels and geographies," according to Li, who says that this will be driven by strong product assortment, momentum in ecommerce, more store additions and strengthening brand awareness, particularly in the U.S.
-- The company's U.S. market will also be a point of interest. Desjardins' Li says strategic brand and digital marketing investments have been driving brand awareness in the U.S. market. This should benefit second-quarter sales, but also carry momentum forward into the third. "Bloomberg ALT-data suggests sales momentum has continued into 3Q, pointing to US sales growth of 60% in September vs 53% in 2Q," Li notes.
Write to Adriano Marchese at adriano.marchese@wsj.com
(END) Dow Jones Newswires
October 07, 2026 14:24 ET (18:24 GMT)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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